HPM
Hoxton Planning & Management’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Buy |
3,069
+65
| +2% | +$8.36K | 0.14% | 128 |
|
|
2025
Q1 | $350K | Buy |
+3,004
| New | +$350K | 0.13% | 132 |
|
|
2024
Q3 | $387K | Sell |
3,237
-128
| -4% | -$15.3K | 0.15% | 124 |
|
|
2024
Q2 | $378K | Sell |
3,365
-736
| -18% | -$82.7K | 0.18% | 98 |
|
|
2024
Q1 | $452K | Sell |
4,101
-122
| -3% | -$13.4K | 0.22% | 91 |
|
|
2023
Q4 | $430K | Sell |
4,223
-1,147
| -21% | -$117K | 0.23% | 83 |
|
|
2023
Q3 | $496K | Buy |
5,370
+55
| +1% | +$5.08K | 0.32% | 65 |
|
|
2023
Q2 | $510K | Sell |
5,315
-676
| -11% | -$64.9K | 0.31% | 63 |
|
|
2023
Q1 | $546K | Sell |
5,991
-973
| -14% | -$88.7K | 0.3% | 67 |
|
|
2022
Q4 | $591K | Buy |
+6,964
| New | +$591K | 0.31% | 66 |
|